VFORX Mutual Fund
VFORX Mutual Fund
VFORX Mutual Fund
Vanguard Target Retirement 2040 Fund
VFORX Mutual Fund Overview
VFORX Mutual Fund (Vanguard Target Retirement 2040 Fund) is managed by Vanguard (US) with $117.99B in net assets. VFORX expense ratio is 0.08%, holding 14 positions across sectors including Financials. Inception date: 2006-06-07.
VFORX performance shows a YTD return of 7.67%. The 1-year return is 9.33% and the 5-year return is 7.54%. VFORX dividend yield stands at 2.14%, paid annually.
VFORX top holdings include Pgim High Yield Bond Fund, Inc. (10.5%), PGIM Global High Yield Fund Inc. (10.5%), Blackrock Corporate High Yield Fund, Inc. (10.3%), Allspring Income Opportunities Fund (9.9%), Barings Global Short Duration High Yield Fund (9.3%). Go to all VFORX holdings, VFORX sectors, or VFORX dividends.
VFORX can be compared against other funds. Use VFORX overlap to find shared positions, or VFORX vs another fund for a side-by-side view. VFORX alternatives are available via the screener, along with tax-loss harvesting opportunities.